Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keythe? Claim Your ProfileKeythe Elizabeth Ward-aguilar is a financial advisor currently registered with Procore Advisors, LLC, in Newport Beach, California. Keythe has been in the financial services industry since 1995, and has a diverse background, having previously worked with firms including Sorrento Pacific Financial, LLC, LPL Financial Corporation, AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, Geneve International Corporation, First American Equities, Inc, Pellett Investments, Inc. and Irvine Securities, Inc. Keythe holds several licenses, including Series 63, Series 65, Series 4, Series 24, Series 27, and Series 7. Keythe is also a Certified Financial Planner. Keythe's areas of specialization include retirement planning, college savings, and estate planning. Keythe offers a variety of services to clients, including financial planning, portfolio management, and selection of other advisors. Keythe is committed to helping her clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Portfolio for businesses and selection of tpmm.
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CA
08/10/2017 - Present
Procore Advisors, LLC (NEWPORT BEACH CA)
CA
11/13/2009 - 12/31/2012
SORRENTO PACIFIC FINANCIAL, LLC (NEWPORT BEACH CA)
CA
05/08/2006 - 11/25/2009
LPL FINANCIAL CORPORATION (NEWPORT BEACH CA)
CA
04/01/1999 - 05/17/2006
AXA ADVISORS, LLC (IRVINE CA)
NY
04/01/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
TX
03/06/1997 - 03/24/1998
GENEVE INTERNATIONAL CORPORATION (LAKEWAY TX)
FL
07/18/1996 - 01/10/1997
FIRST AMERICAN EQUITIES, INC. (FT LAUDERDALE FL)
MT
02/12/1996 - 07/12/1996
PELLETT INVESTMENTS, INC. (MISSOULA MT)
CA
01/11/1995 - 11/08/1995
IRVINE SECURITIES, INC. (IRVINE CA)
IA
Issued 07/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/22/2002
Series 4 - Registered Options Principal Examination
BC
Issued 10/05/1995
Series 24 - General Securities Principal Examination
BC
Issued 12/29/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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